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How to Edit the Deposit Percentage
Learn how to set the "Online Quote Deposit" amount under Business Unit Information, offering recommendations for payment options, including requiring full payment after proposal acceptance or setting a deposit amount. Receive guidance on collecting credit card details for clients opting not to pay in full and handling different deposit scenarios.
Edit the Deposit Percentage
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Navigate to Business Unit > Business Unit Information and scroll to “Notes”
- Change the “Online Quote Deposit” to the desired amount
- 100% The Client will only be able to pay in full after signing a proposal.
This setting is advised. It's suggested to include wording in your initial proposal email to inform clients about available payment plans and that they can arrange these with you during scheduling. The client is not required to make a payment for you to receive a notification of proposal acceptance.
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Solution: If the client chooses not to pay the full amount, you can go to the Client Management page, access the “Cards” section, and save a credit card on file for future use.
- You can also send an email template from the Client Management page called “Collect Card”.
- This will prompt the client by email to fill their card data. When they submit the form, their card details will automatically populate in the “Cards” section in their profile.
- See also: Taking Deposits Without an Invoice
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- 1%-99% : The Client will only be able to pay whatever deposit amount you select, and will not be able to pay in full after accepting the proposal
The deposit amount is consistent across all programs and cannot be adjusted individually; it is a universal setting. You will need to follow up to complete payments after enrollment, and the card details will be stored on file.
- 0% : This will leave a blank payment section that may or may not be fillable by the client depending on the browser they are using.